tag:blogger.com,1999:blog-7944902213075756335.post4656052509815913607..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): Suntec REIT: MBFC.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7944902213075756335.post-69831378516115408482010-11-25T10:42:39.169+08:002010-11-25T10:42:39.169+08:00Hi Anonymous,
I have a blog post regarding this s...Hi Anonymous,<br /><br />I have a blog post regarding this situation. You could read it here:<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.com/2010/11/suntec-reit-ocbc-retains-buy-call.html" rel="nofollow">Suntec REIT: OCBC retains BUY call.</a><br /><br />I do not have a problem with the private placement if the issue price of the new units are at a small discount to the last AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-46159396814157745542010-11-25T09:20:42.057+08:002010-11-25T09:20:42.057+08:00As mentioned in the prospectus, only new Private s...As mentioned in the prospectus, only new Private shares will be issued for this acquisition. Little will benefit current uniholders. Not surprising that the HK-owners only protecting their own private interest. Look at PCCW case... after delisting share holders are left in the lurch!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-41076851619220720082010-10-29T12:21:26.507+08:002010-10-29T12:21:26.507+08:00Hi Derek,
Thanks for the question. The answer lie...Hi Derek,<br /><br />Thanks for the question. The answer lies in which "yield" we are talking about. <br /><br />The yield which your reader was referring to is the "distribution yield". That is a function of the REIT's DPU and the prevailing unit price.<br /><br />"NPI yield" is a function of Net Property Income (NPI) and Asset Value.<br /><br />When a REIT AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-35329679349319835452010-10-29T09:19:17.513+08:002010-10-29T09:19:17.513+08:00Hi AK,
A reader of mine was asking
"Suntec ...Hi AK,<br /><br />A reader of mine was asking<br /><br />"Suntec pays unitholders abt 10c div per annum. Based on current price I tot yield shd be abt 6.5%. Pls advise how you derive yield of 3.8%. Tks."<br /><br />I will be directing him directly to your site. Hope to hear from you.Derekhttp://thefinance.sgnoreply@blogger.com